Insightly is a Solid!
March 10, 2023
Insightly is a Solid!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.
- Storage of records for clients and projects
- Streamlines communications between departments
- Allows for fast emails and mass communications
- More flexibility on pull down descriptions
- Interfacing with Google better, especially emails
- Search more intuitive
- Allows a larger capacity of stored and shared data
- Able to accommodate a large number of users
- Helped track leads to convert more easily to sales
Our organization has been able to have less meetings, spend less time tracking down details and has been able to share information between departments with ease using Insightly. We have set up customized reports that summarize the work each person does and then we turn around and present to the client. We consistently capture and pull the same data from each work project and can see nice reports individually or collectively.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well.
Do you think Insightly delivers good value for the price?
Yes
Are you happy with Insightly's feature set?
Yes
Did Insightly live up to sales and marketing promises?
Yes
Did implementation of Insightly go as expected?
Yes
Would you buy Insightly again?
Yes